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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

488 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 183 increasing their positions, 194 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.58%
New
41
Increased
183
Reduced
194
Closed
71
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347M
2
Invesco
2
Invesco
Georgia
$214M
3
SG Americas Securities
3
SG Americas Securities
New York
$74M
4
SLF
4
Sun Life Financial
Ontario, Canada
$45M
5
Barclays
5
Barclays
United Kingdom
$129M

Top Sellers

1
LMGAM
1
Liberty Mutual Group Asset Management
Massachusetts
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.76M
3
Goldman Sachs
3
Goldman Sachs
New York
$110M
4
MIG
4
Mariner Investment Group
New York
$41.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
326
LJI Wealth Management
Indiana
$408K – – –
PA
327
Parallel Advisors
California
$407K -$56.5K -2,687 -12%
SFP
328
Sweet Financial Partners
Minnesota
$404K +$6.87K +327 +2%
SP
329
Sequent Planning
Nebraska
$402K -$312K -14,830 -44%
Creative Planning
330
Creative Planning
Kansas
$399K -$24.7K -1,175 -6%
GF
331
Gries Financial
Ohio
$385K -$85.9K -4,087 -18%
PF
332
Parker Financial
Washington
$373K -$602K -28,639 -62%
SA
333
Sanctuary Advisors
Indiana
$358K -$67K -3,177 -16%
AA
334
AlphaCentric Advisors
Puerto Rico
$358K +$7K +333 +2%
PI
335
PFG Investments
New York
$351K -$16.5K -783 -4%
BWG
336
Beta Wealth Group
California
$349K -$96.5K -4,594 -22%
CPRC
337
Consolidated Portfolio Review Corp
New York
$348K +$5.46K +260 +2%
HAC
338
Harbor Advisory Corp
New Hampshire
$348K – – –
RIL
339
Rothschild Investment LLC
Illinois
$342K -$63K -3,000 -16%
JWCA
340
J.W. Coons Advisors
Ohio
$341K – – –
DC
341
Davenport & Co
Virginia
$341K +$28.9K +1,376 +9%
RJT
342
Raymond James Trust
Florida
$340K -$93.5K -4,449 -22%
SAM
343
SignalPoint Asset Management
Missouri
$335K -$3.38K -161 -1%
TWP
344
Tyche Wealth Partners
Texas
$332K – – –
VCP
345
Verus Capital Partners
Arizona
$326K +$30.8K +1,466 +10%
FFN
346
Focus Financial Network
Minnesota
$315K +$21K +998 +7%
NGA
347
Naples Global Advisors
Florida
$313K -$40.4K -1,925 -11%
BPA
348
Beacon Pointe Advisors
California
$311K +$1.47K +70 +0.5%
MHS
349
M Holdings Securities
Oregon
$310K -$43.7K -2,080 -12%
FAT
350
First American Trust
California
$304K -$17.9K -850 -6%
12 13
14
15 16